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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,592 | $58,241-30.3% | $81,780-50.4% | $80,911-49.8% |
| Participation rate | 40.6% | 63.4%-22.9pp | 72.4%-31.8pp | 67.6%-27.1pp |
| Annual return | 14.26% | 41.73%-27.5pp | 776.27%-762.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $594 | $2,343-74.7% | $2,914-79.6% | $2,756-78.5% |
| Participant deferral / active EE | $1,509 | $3,283-54.0% | $4,321-65.1% | $4,297-64.9% |
| Admin fee / account holder | $3,632 | $4,973-27.0% | $7,384-50.8% | $6,935-47.6% |